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Vanguard Mortgage-Backed Securities ETF (VMBS) Institutional Ownership

Vanguard Mortgage-Backed Securities ETF logo
$45.95 -0.04 (-0.09%)
Closing price 03/27/2025 04:00 PM Eastern
Extended Trading
$45.84 -0.12 (-0.25%)
As of 03/27/2025 06:34 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS)

Number of
Institutional Buyers
(last 12 months)
439
Total
Institutional Inflows
(last 12 months)
$4.14B
Number of
Institutional Sellers
(last 12 months)
234
Total
Institutional Outflows
(last 12 months)
$1.87B
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VMBS Institutional Buying and Selling by Quarter

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Vanguard Mortgage-Backed Securities ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/17/2025 Wealth Enhancement Advisory Services LLC1,122,351$50.89M0.1%+44.5%0.260%
3/11/2025 Anchor Pointe Wealth Management LLC28,155$1.28M1.7%N/A0.007%
3/3/2025 Forthright Family Wealth Advisory LLC116,092$5.26M3.4%-7.4%0.027%
2/28/2025 Park Square Financial Group LLC5,514$250K0.2%N/A0.001%
2/27/2025 REAP Financial Group LLC6,856$311K0.1%-4.8%0.002%
2/26/2025 Yoffe Investment Management LLC5,051$229K0.3%N/A0.001%
2/26/2025 LifeWealth Investments LLC37,631$1.71M1.1%N/A0.009%
2/25/2025 B. Riley Wealth Advisors Inc.72,165$3.27M0.1%-19.3%0.017%
2/25/2025 Armis Advisers LLC5,405$245K0.0%N/A0.001%
2/24/2025 Ameriflex Group Inc.3,606$164K0.1%N/A0.001%
2/24/2025 United Advisor Group LLC4,666$212K0.0%-59.9%0.001%
2/21/2025 Ascent Group LLC38,975$1.77M0.1%-7.3%0.009%
2/21/2025 WNY Asset Management LLC192,589$8.73M1.1%+2.6%0.045%
2/20/2025 Westfuller Advisors LLC38,731$1.76M1.1%+111.2%0.009%
2/20/2025 Drucker Wealth 3.0 LLC20,567$932K0.2%-24.6%0.005%
2/19/2025 Parr Mcknight Wealth Management Group LLC113,446$5.14M0.7%N/A0.026%
2/18/2025 Western Wealth Management LLC4,599$208K0.1%-67.3%0.001%
2/18/2025 Vise Technologies Inc.49,601$2.25M0.2%+73.9%0.011%
2/18/2025 Castleark Management LLC1,609,080$72.96M2.5%N/A0.373%
2/18/2025 Elequin Capital LP2,281$103K0.0%N/A0.001%
2/18/2025 Focus Partners Advisor Solutions LLC20,463$928K0.0%N/A0.005%
2/18/2025 Continuum Advisory LLC13,418$608K0.1%+7.9%0.003%
2/17/2025 Windsor Advisory Group LLC2,068$94K0.1%N/A0.000%
2/17/2025 Vident Advisory LLC79,173$3.59M0.1%N/A0.018%
2/17/2025 Sentinus LLC29,892$1.36M0.4%-17.1%0.007%
2/17/2025 Royal Bank of Canada1,452,394$65.85M0.0%+3.2%0.336%
2/17/2025 Redwood Financial Network Corp7,471$339K0.3%-15.6%0.002%
2/17/2025 Redwood Investment Management LLC8,012$363K0.0%-3.0%0.002%
2/17/2025 Pathstone Holdings LLC191,306$8.67M0.0%+13.4%0.044%
2/17/2025 Obsidian Personal Planning Solutions LLC186,101$8.49M4.1%+8.7%0.043%
2/17/2025 Laird Norton Wetherby Wealth Management LLC17,327$786K0.0%+56.0%0.004%
2/17/2025 LifePlan Investment Advisors Inc.12,777$579K0.4%+18.6%0.003%
2/17/2025 Janus Henderson Group PLC93,196$4.23M0.0%-78.3%0.022%
2/17/2025 CoreCap Advisors LLC68,102$3.09M0.1%+257.0%0.016%
2/17/2025 Cambridge Investment Research Advisors Inc.1,219,280$55.28M0.2%-2.4%0.282%
2/17/2025 Cetera Investment Advisers841,589$38.16M0.1%+3.1%0.195%
2/17/2025 Captrust Financial Advisors27,344$1.24M0.0%+9.1%0.006%
2/17/2025 Baird Financial Group Inc.4,487$203K0.0%N/A0.001%
2/17/2025 Baker Avenue Asset Management LP58,197$2.64M0.1%+8.6%0.013%
2/17/2025 Beverly Hills Private Wealth LLC100,581$4.56M0.9%-3.3%0.023%
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2/17/2025 Bank of America Corp DE73,174,421$3.32B0.3%+6.1%16.953%
2/17/2025 Ameriprise Financial Inc.5,112,685$231.81M0.1%+14.4%1.185%
2/17/2025 Alteri Wealth LLC10,988$498K0.1%N/A0.003%
2/17/2025 Aptus Capital Advisors LLC7,165$325K0.0%+207.1%0.002%
2/17/2025 Arrowroot Family Office LLC40,925$1.86M1.0%+16.3%0.009%
2/17/2025 AlTi Global Inc.55,346$2.51M0.1%-13.8%0.013%
2/14/2025 Mercer Global Advisors Inc. ADV244,375$11.08M0.0%-29.3%0.057%
2/14/2025 Jane Street Group LLC172,957$7.84M0.0%+22.5%0.040%
2/14/2025 Comerica Bank44,030$2.00M0.0%+11.6%0.010%
2/14/2025 Marshall & Sterling Wealth Advisors Inc.1,345$61K0.0%N/A0.000%
2/14/2025 Betterment LLC272,759$12.37M0.0%+5.1%0.063%
2/14/2025 Capital Analysts LLC22,150$1.00M0.0%-5.8%0.005%
2/14/2025 UP Strategic Wealth Investment Advisors LLC8,950$406K0.4%N/A0.002%
2/14/2025 Kovitz Investment Group Partners LLC2,114,301$95.86M0.3%+3.8%0.490%
2/14/2025 Hancock Whitney Corp56,142$2.55M0.1%-2.3%0.013%
2/14/2025 Voya Investment Management LLC63,628$2.89M0.0%+16.2%0.015%
2/14/2025 Integrated Wealth Concepts LLC11,731$532K0.0%+43.6%0.003%
2/14/2025 Syon Capital LLC67,869$3.08M0.3%-78.3%0.016%
2/14/2025 Coppell Advisory Solutions LLC7,335$333K0.0%-25.0%0.002%
2/14/2025 MGO One Seven LLC16,593$752K0.0%N/A0.004%
2/14/2025 Susquehanna International Group LLP81,481$3.69M0.0%N/A0.019%
2/14/2025 Hsbc Holdings PLC106,095$4.81M0.0%-2.3%0.025%
2/14/2025 OneDigital Investment Advisors LLC29,986$1.36M0.0%-18.6%0.007%
2/14/2025 Stifel Financial Corp5,664,014$256.81M0.3%+0.6%1.312%
2/14/2025 Vectors Research Management LLC276,447$12.53M4.3%-11.8%0.064%
2/14/2025 Transatlantique Private Wealth LLC12,011$545K0.2%-22.1%0.003%
2/14/2025 Transce3nd LLC12,866$583K0.2%N/A0.003%
2/14/2025 MML Investors Services LLC542,732$24.61M0.1%-2.7%0.126%
2/14/2025 Freedom Investment Management Inc.144,039$6.53M0.5%+3.2%0.033%
2/14/2025 GeoWealth Management LLC1,052$48K0.0%+264.0%0.000%
2/14/2025 Concourse Financial Group Securities Inc.119,782$5.43M0.3%+5.6%0.028%
2/13/2025 Cravens & Co Advisors LLC210,213$9.53M7.3%+4.2%0.049%
2/13/2025 Zacks Investment Management191,872$8.70M0.1%+3.3%0.044%
2/13/2025 1607 Capital Partners LLC415,055$18.82M1.5%+80.8%0.096%
2/13/2025 NewEdge Advisors LLC311,494$14.12M0.1%+12.7%0.072%
2/13/2025 Insigneo Advisory Services LLC6,544$297K0.0%+19.5%0.002%
2/13/2025 Stonehaven Wealth & Tax Solutions LLC13,420$608K0.7%N/A0.003%
2/13/2025 Evergreen Capital Management LLC527,755$23.93M0.8%-4.8%0.122%
2/13/2025 Ally Invest Advisors Inc.1,183,604$53.66M4.6%+5.1%0.274%
2/13/2025 Guggenheim Capital LLC83,848$3.80M0.0%+18.3%0.019%
2/13/2025 Rossby Financial LCC8,931$405K0.3%N/A0.002%
2/13/2025 Belpointe Asset Management LLC6,780$317K0.0%-13.4%0.002%
2/13/2025 Hanlon Investment Management Inc.57,487$2.61M0.7%-0.4%0.013%
2/13/2025 CreativeOne Wealth LLC332,871$15.09M0.5%+3.6%0.077%
2/13/2025 Mariner LLC66,331$3.01M0.0%+5.5%0.015%
2/13/2025 Dynamic Wealth Strategies LLC72,884$3.31M2.9%+37.5%0.017%
2/13/2025 Savvy Advisors Inc.140,468$6.37M0.8%+29.5%0.033%
2/13/2025 Bragg Financial Advisors Inc73,079$3.31M0.1%+3.6%0.017%
2/13/2025 Sagespring Wealth Partners LLC16,477$747K0.0%N/A0.004%
2/13/2025 Townsquare Capital LLC44,644$2.02M0.0%-19.4%0.010%
Trump’s Final Plan (Ad)

Presidential insider exposes shocking plot to reshape U.S. economy: The 2025 Trump Reset -- Inside Trump’s secret plan to trigger the greatest transfer of wealth since FDR and LBJ – trillions of dollars could be redistributed.

2/13/2025 Legacy Investment Solutions LLC551$25K0.0%+519.1%0.000%
2/13/2025 Rockefeller Capital Management L.P.316,604$14.36M0.0%-15.1%0.073%
2/13/2025 Jaffetilchin Investment Partners LLC443,637$20.12M1.5%+4.4%0.103%
2/13/2025 Bessemer Group Inc.208,322$9.45M0.0%+33.5%0.048%
2/13/2025 TRUE Private Wealth Advisors19,132$867K0.1%N/A0.004%
2/13/2025 Advisory Services Network LLC24,045$1.09M0.0%+77.1%0.006%
2/13/2025 Bank of Nova Scotia14,000$633K0.0%-96.4%0.003%
2/13/2025 Invesco Ltd.148,747$6.74M0.0%-59.5%0.034%
2/13/2025 Bank of Montreal Can74,256$3.37M0.0%-40.2%0.017%
2/13/2025 Cerity Partners LLC88,743$4.02M0.0%-0.7%0.021%
(Data available from 1/1/2016 forward)

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VMBS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VMBS shares?

During the previous two years, 678 institutional investors and hedge funds held shares of Vanguard Mortgage-Backed Securities ETF. The most heavily invested institutionals were Charles Schwab Investment Advisory Inc. ($6.16B), Charles Schwab Investment Management Inc. ($5.23B), Bank of America Corp DE ($3.32B), JPMorgan Chase & Co. ($2.11B), Envestnet Asset Management Inc. ($900.45M), Bank of New York Mellon Corp ($466.68M), and Assetmark Inc. ($367.98M).Learn more on VMBS's institutional investors.

Which institutional investors have been buying Vanguard Mortgage-Backed Securities ETF stock?

Of the 608 institutional investors that purchased Vanguard Mortgage-Backed Securities ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($40.59M), Charles Schwab Investment Advisory Inc. ($24.43M), Morningstar Investment Services LLC ($4.42M), Raymond James Financial Inc. ($4.41M), Bank of America Corp DE ($4.18M), Bank of New York Mellon Corp ($3.94M), and Envestnet Portfolio Solutions Inc. ($3.89M).

How much institutional buying is happening at Vanguard Mortgage-Backed Securities ETF?

Institutional investors have bought a total of 153,410,713 shares in the last 24 months. This purchase volume represents approximately $7.97B in transactions.

Which Vanguard Mortgage-Backed Securities ETF major shareholders have been selling company stock?

Of the 368 institutional investors that sold Vanguard Mortgage-Backed Securities ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Charles Schwab Investment Management Inc. ($27.53M), Bank of America Corp DE ($3.62M), Adviser Investments LLC ($3.50M), Envestnet Asset Management Inc. ($3.31M), Mather Group LLC. ($3.21M), Osaic Holdings Inc. ($1.39M), and Wells Fargo & Company MN ($1.19M).

How much institutional selling is happening at Vanguard Mortgage-Backed Securities ETF?

Institutional investors have sold a total of 62,428,211 shares in the last 24 months. This volume of shares sold represents approximately $3.17B in transactions.



This page (NASDAQ:VMBS) was last updated on 3/28/2025 by MarketBeat.com Staff
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